Churchill Capital Corp XI does not have significant operations. It intends to effect a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses.
“Unitree, China's humanoid leader, is set to IPO this month at a $9B valuation! (~$6.2B originally per March filing). Derivative markets are pricing open at an implied $36.04B MC, roughly ~4X listing price. $CCXI / Agility Robotics, the first US publicly listed pure play humanoid leader, is also going public later in Q4, at a ~$2.5B pre-money valuation. It will be interesting to see how market…” post →
| Date | Tweet |
|---|---|
| 2026-09-24T15:20:09 | @tradesidious @kkkkk61216936 I still have $CCXI, they haven't even had the listing event yet, so volatility up until then is kinda meaningless to me. → · 72 likes · 17,880 views |
| 2026-09-23T16:12:45 | It’s mainly thesis tracking mode now since I layed out most of my ideas H1 from $INTC, $ARM to $MU. Or $SIVE to $AAOI or $AXTI or $NBIS Only two recent ones were $ESMT for legacy memory trade and $CCXI for humanoids but aside from that it’s just seeing if they get validated over time Stuff like la… → · 159 likes · 39,735 views |
| 2026-09-15T12:31:02 | @blkslymn I’m a fan of $CCXI since they’re targeting commercialization first with companies like $AMZN to $MELI. I think they could get a higher valuation from retail it looked like the terminator and can backflip. → · 88 likes · 17,802 views |
| 2026-09-15T12:00:00 | $CCXI releases their Digit 5 next-generation humanoid. Thoughts? https://t.co/r0Gb05cnd5 → · 797 likes · 365,224 views |
| 2026-09-07T04:14:23 | Got curious and decided to track which thesis of mine were still up 100%+ YTD after the recent drawdown: 1. $AXTI - InP substrates 2. $NBIS - Neoclouds 3. $MU - Memory 4. $INTC - Foundry 5. $LITE - Photonics 6. $IQE - Epiwafers 7. $AAOI - Photonics 8. $GDRZF - Venezuela 9. $AEHR - Machines 10. $EW… → · 2203 likes · 456,882 views |
| 2026-08-30T06:24:05 | It’s been a little disappointing to see a pattern with some people I've interacted with on X: - try to engage with the same audience, then quickly move toward aggressively monetizing it - get upset when I choose not to participate in or amplify paid groups - throw out personal or illogical att… → · 2395 likes · 268,731 views |
| 2026-08-19T02:51:57 | Unitree (688836) is now public. And is valued at ~$53.3B, after rising +492.18% We finally have a major public company benchmark for humanoids. For reference, Agility (backed by $NVDA, $AMZN) via $CCXI is expected to go public at $2.5B premoney valuation Q4. $TSLA is $1T+, but Optimus is wrappe… → · 1818 likes · 587,444 views |
| 2026-08-11T02:19:36 | uhhh... the Unitree IPO is more than 8000 times oversubscribed by retail investors. The demand for pure play humanoid companies is absolutely enormous? I'm personally in the US-based Agility Robotics club (Softbank, $NVDA, $AMZN, Foxconn, etc), at $2.5B premoney via $CCXI. And my take is that U… → · 1264 likes · 321,077 views |
| 2026-08-10T02:03:29 | Just some near term events: - OCP APAC tomorrow (Ayar, Lightmatter, $AMD, $NVDA) and your CPO players are giving announcements/updates. This should be a catalyst for certain optical players. - Earnings week: with $ASTS, $RKLB reporting today (space), $LITE on Tuesday (photonics), $NBIS in the mid… → · 1127 likes · 347,970 views |
| 2026-08-07T08:27:45 | Unitree, China's humanoid leader, is set to IPO this month at a $9B valuation! (~$6.2B originally per March filing). Derivative markets are pricing open at an implied $36.04B MC, roughly ~4X listing price. $CCXI / Agility Robotics, the first US publicly listed pure play humanoid leader, is also … → · 1045 likes · 291,927 views |
| 2026-07-31 | Hmm, I personally added $AMKR in the $40's since I thought it was surprising it dropped that much after ER, even after $NVDA $1.5B deal + $TSM 10Y agreement. It's more of a 2028 name though, though they have separate ramps in 2027. - Did some cost averaging on names like Foci on drop to 400 (lea… → · 326 likes · 66,496 views |
| 2026-07-28T18:45:19 | FCC set to ban Chinese imports of humanoid and quadruped robots per Reuters. To protect American Humanoid/Robotics programs. Agility Robotics ( $CCXI ) and other US humanoid players should be happy to hear this. https://t.co/s2dFWTA4EX → · 1316 likes · 454,097 views |
| 2026-07-26T20:12:11 | Just some TLDR news: - $CXMT IPO tomorrow if you like Chinese memory. - Samsung Electronics reportedly struggling to secure large FC-BGA substrates. Ibiden (4062) reportedly requested LTA guarantees, Samsung Electro-Mechanics sought prepayments. - Samsung + $AVGO sign memory + foundry AI framew… → · 1290 likes · 506,638 views |
| 2026-07-12T10:12:33 | So there's a IBK Research report on Boston Dynamics value chains from last month. Just a summary: IBK maps these companies to Atlas as suppliers: - Hwashin (010690) / body, arms, legs - LG Energy (373220) / battery - Hyundai Autoever (307950) / integration - Hyundai Mobis (012330) / actuators … → · 753 likes · 357,240 views |
| 2026-07-10T12:27:45 | Mitsubishi Motors joins robotics race to deploy humanoid workers by 2027. Pairing with Highlanders, a Japanese robotics company. - Agility $CCXI x Foxconn, Toyota - Apptronik x $JBL, Mercedes - Highlanders x Mitsubishi - Figure × BMW - Boston Dynamics x Hyundai (subsidiaries) - Optimus x Tesla (I… → · 783 likes · 288,368 views |
| 2026-07-09T19:35:56 | "China is shipping ~90% of the world's humanoid robots. We cannot keep taking them lightly." Elon's comment: "For now" Meanwhile, 1X today posts a video of the most advanced humanoid hand. Looks like the inflection point for American humanoid programs is here? Both technologically with players l… → · 1824 likes · 790,363 views |
| 2026-07-09 | It's nuanced, IMO: - $TSLA has the clearest path to close the gap between US/China in mass production. But to get this done, majority of components seem sourced from China? - $CCXI right now has a RoboFab for 10K+ units/year, and 75%+ of components sourced from the US. So they're probably the … → · 95 likes · 23,610 views |
| 2026-07-08T20:18:34 | Let’s put it this way: Retail thinks a 30-60% drop is a “falling knife” where bagholders will never recover. And they end up panic selling after seeing swiggly line TAs and people comparing valuable chokepoints to memes. I see it as long term ownership over: - the next hyperscaler with $NBIS, p… → · 2560 likes · 1,206,787 views |
| 2026-07-07T17:39:23 | How is the US so far behind? Xinhua: China's output of humanoids are expected to hit 100,000+ this year. Even Morgan Stanley originally projected 14,000 for 2026... Really need Elon's $TSLA, $CCXI (Agility), Apptronik, and Figure to catchup. And for more US Gov. subsidies to pour into upstream … → · 1138 likes · 380,818 views |
| 2026-07-07 | Literally just Elon. - The guy + $SPCX is basically the only reason why US is in the lead with Space. - $TSLA led EV commercialization in US He's sometimes off with timeframes, but right directionally, so pretty sure he can make US robotics #1 again. I personally own $CCXI though since I think … → · 118 likes · 21,586 views |
| 2026-07-06T19:31:28 | It’s interesting to witness psychology around valuation anchoring + scarcity. Retail, for example, are buying Figure, last valued at ~$39B through CEFs… At $158B, since it’s private, round 4x valuations. Then Agility Robotics $CCXI, which has broader commercialization. Is at ~$4.3B pre-money a… → · 966 likes · 394,897 views |
| 2026-07-06 | 1. I don't think they're in a dire need for financing. My take is half geopolitical, half valuation scarcity as the first pure play humanoid player. The latter is likely more valuable than private funding in my view for momentum. Unitree was going public in China and there's no pure play US huma… → · 173 likes · 27,608 views |
| 2026-07-06 | @haybee940 Yep, we finally have the brain with OpenAi/Anthropic breakthroughs. Now it’s time for robots (which have been backflipping for the past 10 years) like Boston Dynamics / $CCXI to come to life. → · 91 likes · 27,155 views |
| 2026-07-05T20:32:55 | Came across an interesting report from SVRC Research called "State of Robotics 2026", published in April. Which listed: 1. Figure AI 2. Agility Robotics $CCXI 3. Apptronik 4. $TSLA 5. Boston Dynamics 6. Physical Intelligence 7. 1X Technologies 8. $AMZN Robotics 9. Covariant 10. Skild AI As … → · 1497 likes · 464,832 views |
| 2026-07-04T10:23:27 | Bruh, when I first tried out ChatGPT around 2023, I thought it LLMs were garbage at coding. 3Y later, Mythos is considered a modern day “nuke” for cybersecurity. People keep saying humanoids can’t do X or Y task today like plumbing or DC wiring. No sht, but it’s about where things are heading ov… → · 1608 likes · 603,644 views |
| 2026-07-03T05:22:33 | LeaderDrive (688017) is now at all time highs after hitting a 20% limit up today. Looks like robotics sector excitement is palpable… Largely driven by US and China’s frontier humanoid companies with $CCXI / Agility Robotics As well as Unitree (STAR listing approved today) both going public. → · 870 likes · 584,913 views |
| 2026-07-03 | @ontrialperiod when global and US markets crash off misinformation and out of context quotes from $META. I probably want to clear that up? That thing said, $AAOI, $SIVE, and $CCXI do make up large concentration in my portfolio. → · 234 likes · 33,232 views |
| 2026-07-02T19:33:06 | Just this hour: BlueCrest Capital Management and its Billionaire Michael Platt crossed the threshold and disclosed a 5.6% stake in $CCXI. I knew Agility Robotics would be popular… https://t.co/n7bqpmCykd → · 1327 likes · 600,746 views |
| 2026-07-02T17:57:47 | Agility Robotics is literally the #1 humanoid player in the US in terms of commercialization today imo. Personal Rankings: 1. Agility Robotics via $CCXI 2. $TSLA Optimus ($1T+ company) 3. Figure at $39B from 2025, likely higher now. With Tesla likely taking the lead a year from now. So at $16,… → · 1364 likes · 1,054,776 views |
| 2026-07-02T10:34:42 | I just realized Boston Dynamics CEO shared the same sentiment: “Robotics is next. America’s next 250 years will be built by robots”. However, currently China accounts for 54%+ of all global robotics deployments. - calls for Internet scaleable database of physical world (kinda got reminded of Nian… → · 1485 likes · 880,169 views |
| 2026-07-02 | @SUOHA_AI I remember first investing in $RKLB back at $15 or so. It just find it rare to get exposure to a downstream + frontier sector leader. So I’m personally not missing this chance again with $CCXI. → · 140 likes · 28,289 views |
| 2026-07-02 | Recent US IPO models have been very stupid like $SPCX / $CBRS hiking valuations to absurd numbers before going public. More US listings should follow Unitree (which would likely command higher valuations) + China's IPOs like Lightelligence. That allow retail access at the same valuations as priva… → · 44 likes · 15,181 views |
| 2026-07-02 | I’m personally long $CCXI and have highest concentration in Agility Robotics (NFA). It’s currently around a ~$4.9B valuation. Figure’s last round was $39B last year, and that was before the increasing interest in humanoids/robotics this year. Then a large part of $TSLA $1T+ valuations come from hu… → · 138 likes · 36,074 views |
| 2026-07-01T17:09:49 | Just dropping these 3 slides from Agility Robotics ( $CCXI ) presentations. For the US robotic program doomposters: 1. “75% of parts” - sourced from the USA 2. Just eyeballing the graph, looks like <$30k BOM mass production. People were just looking at the ~$145K cost. 3. 10,000 RoboFab capaci… → · 1493 likes · 1,176,469 views |
| 2026-07-01T11:07:07 | Just a random thought, leading US humanoid players strangely me of the current LLM dynamics: Agility ( $CCXI ) kinda feels like Anthropic for robotics. With $AMZN and $NVDA heavily backing it, ingrained with $GOOGL Deepmind (like TPUs). And it starts off with enterprise commercialization. Optimus… → · 1353 likes · 415,113 views |
| 2026-07-01 | @runty_days Sure so when they go public, it’s just a ticker change from $CCXI to $AGLT. At $10 it was around ~$3.1B MC including est. cash/pipe. At current levels it’s around ~$5.5B. I personally benchmark it against Figure, which is last valued at ~$39B → · 138 likes · 33,008 views |
| 2026-07-01 | @AleksandarGenov Probably Agility Robotics going public with $CCXI and all the media narratives around it was the catalyst. Feels like $OUST, $AEVA and other names were pretty flat until the announcement. As for energy like $FCEL, $BE, seems pretty fundamental with new upsized contracts → · 162 likes · 45,333 views |
| 2026-06-30T16:34:58 | Yep! Agility Robotics is currently my favorite humanoid/robotics position. They're set to be listed on NASDAQ via $CCXI as early as September (per Digitimes). Just for informational purposes: Their V4 humanoid robot is already operating in sites like Amazon. And have V5 slated for mass production … → · 1803 likes · 878,525 views |
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